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Discounted cash flow valuations have become popular, but untangling the formula can be challenging.

Heavily weighting any single stock has the potential to make a portfolio more volatile.

Commissions and cash-sweep revenue jumped by more than a combined $100 million in 2018 — even as the parent firm’s longtime chairman left the company.

The products have already attracted $1.3 billion in new assets this year, more than half what they took in during 2018.

The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.

The products invest in private equity, hedge funds and real estate for the bank’s wealth management arm.

The sector has seen an inflow surge in recent months as Treasury yields continue to fall.

The transaction means the TAMP will own software that serves tens of thousands of financial advisors.

The U.S. is one of the few countries that doesn’t have paid family leave, and it can cause families hardship around the time of a birth, says an expert.

The group with $175 million in client assets opted for a Ladenburg IBD they think is less likely to change hands in the future, the OSJ manager says.